Philip Camporeale, a JP Morgan portfolio manager, shares insights on stocks nearing record highs as markets gear up for potential interest rate cuts. Bert Subin from Stifel dives into Boeing's challenges with its space program following NASA's decision. Kit Juckes, Societe Generale's chief FX strategist, discusses how a slowing labor market may prompt reductions in long dollar positions. Together, they explore investment strategies, economic outlooks, and the evolving dynamics in the aerospace sector.
